William G. Keegan

CREATIVE INVESTMENT GROUP

NASHVILLE, TN 37215

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CRD#: 6931245

Professional summary

William George Keegan III, who also goes by William George Keegan III, Bill George Keegan III, Billy George Keegan Iii, William George Keegan Iii, William George Keegan, is a registered financial advisor currently at CREATIVE INVESTMENT GROUP located in Nashville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William George Keegan Iii | Bill George Keegan Iii | Billy George Keegan Iii | William George Keegan Iii | William George Keegan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William George Keegan III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 26, 2025 - Present

CREATIVE INVESTMENT GROUP

Office #1: 30 Burton Hills Suite 250, Nashville, TN 37215

RIA

CRD#: 334028

NASHVILLE, TN

Past

March 28, 2023 - July 18, 2025

PACER FINANCIAL, INC.

CRD#: 137040

MALVERN, PA

Past

September 30, 2021 - March 27, 2023

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

September 21, 2021 - March 27, 2023

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

March 1, 2021 - August 30, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

October 21, 2020 - August 27, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVE INVESTMENT GROUP

CREATIVE INVESTMENT GROUP | CREATIVE INVESTMENT GROUP LLC

CRD#: 334028 / SEC#: 801-131641

RIA

Registered Investment Advisory firm - (12/17/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/26/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/19/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/11/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/21/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/28/2020

Securities Industry Essentials Examination

Current Firm

CREATIVE INVESTMENT GROUP

CREATIVE INVESTMENT GROUP | CREATIVE INVESTMENT GROUP LLC

CRD#: 334028 / SEC#: 801-131641

RIA

Registered Investment Advisory firm - (12/17/2024 Approved)

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Contact information

Main Address

30 Burton Hills Suite 250, Nashville, TN 37215

Mailing Address

Phone number

(615) 949-9629

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (4/18/2025)

Regulatory assets under management

Total Number of Accounts	213
AUM (Assets Under Management)	$ 145,840,421

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William G. Keegan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William George Keegan III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACER FINANCIAL, INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CREATIVE INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2025

Series 66

Date: 2/19/2021

Series 63

Date: 9/11/2020

Series 7TO

Date: 10/21/2020

SIE

Date: 8/28/2020

Current Firm

CREATIVE INVESTMENT GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVE INVESTMENT GROUP

TRUST BUT VERIFY

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